CPD

Tax Planning for Retirement

Presenter: Gerry Hart
27 May 2010
Time: 2.00 – 5.15
Location: British Dental Association, 64 Wimpole Street, London W1G 8YS
CPD: 3 Hours

Aim of the Course

To enable delegates to create a bespoke tax planning strategy for clients in the run-up to retirement and during the retirement years. 

Who should attend?

All those dealing with private clients and clients running businesses, where the client is anticipating retirement.

Contents 

• Strategy in anticipation of retirement 
• Identification of tax issues 
• Tax-efficient investments and pension schemes
• Avoiding the 50% income tax rate
• Exit routes from a family business
• CGT planning on retirement
• The family home
• IHT strategy and savings
• Tax mitigation schemes in retirement

FEE: £120 plus VAT or 1 Block Place (from £53 plus VAT) 

For further details:

• Email info@pass.co.uk

• Telephone: 0845 330 2772

• Fax: 0845 450 0545

To book on this course please complete the form below, and an invoice will be sent to you for payment.

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Terms:
A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee or Block Places treated as utilised.

Please click here for full terms and conditions.